玩股撇步(動畫小學堂)  

  • 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
  • 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
  • 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
  • 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
  • 如果EPS衰退,要觀察同業是不是有一樣的狀況
  • 要留意增資減資和公司債對股本及EPS的影響
成長能力-近20季
加權平均股數 QoQ YoYEPS QoQ YoY本業EPS QoQ YoY累計EPS QoQ YoY營收 QoQ YoY毛利率(%) QoQ YoY營業利益率 QoQ YoY稅後淨利率 QoQ YoY營業利益 QoQ YoY稅後淨利 QoQ YoY稅前淨利率(%) QoQ YoY稅後淨利率(%) QoQ YoY兩季平均(YOY)營收成長率(%)兩季平均(YOY)EPS成長率(%)兩季平均(YOY)本業EPS成長率(%)
24Q3 (20)2883-0.86-0.86-0.38-533.33-445.45-0.30-275.0-700.0-0.52-246.67-173.68101.01-7.97-18.663.41-63.57-73.63-9.37-626.36-484.02-11.78-543.72-547.91-9.46-570.92-412.21-10.96-544.71-453.55-11.79-1270.93-414.4-11.78-543.72-547.911.64-250.00-116.07
24Q2 (19)29080.00.0-0.0633.330-0.0842.86-900.0-0.15-66.6750.0109.7611.25-3.779.36-12.2-15.22-1.29-51.76-221.7-1.8338.18-1043.75-1.41-67.86-216.53-1.734.62-1207.69-0.86-224.64-224.64-1.8338.18-1043.75-3.35-55.84-75.24
24Q1 (18)29080.00.0-0.09-145.068.97-0.14-193.3364.1-0.09-1000.068.9798.66-17.950.9810.66-27.631601.41-0.85-121.7992.9-2.96-157.8167.83-0.84-117.9192.82-2.6-144.2269.450.69-86.78107.62-2.96-157.8167.83-10.56-31.593.33
23Q4 (17)29080.00.00.2081.82158.820.15200.0132.610.01105.26104.0120.25-3.175.614.7313.924108.573.9059.84134.545.1294.68156.894.6954.79136.475.8889.68160.065.2239.2162.515.1294.68156.892.8640.91300.00
23Q3 (16)29080.00.00.110121.150.05400.0108.93-0.1936.67-311.11124.198.8836.4612.9317.12310.482.44130.19124.32.631743.75114.743.03150.41133.193.12484.62120.683.75443.48143.452.631743.75114.7412.8250.00251.28
23Q2 (15)29080.00.00.00100.0-100.00.01102.56-80.0-0.30-3.45-150.0114.0616.75-4.6211.041654.93-25.761.06108.85-74.21-0.1698.26-103.011.21110.34-75.41-0.1398.47-102.120.69107.62-91.52-0.1698.26-103.011.2857.3658.89
23Q1 (14)29080.00.0-0.2914.71-174.36-0.3915.22-256.0-0.29-16.0-174.3697.7-14.2-14.39-0.71-302.86-103.43-11.98-6.11-242.11-9.20-2.22-188.29-11.79.02-221.62-8.5113.07-174.26-9.06-8.5-174.63-9.20-2.22-188.295.4624.6616.54
22Q4 (13)29080.00.0-0.3434.62-131.78-0.4617.86-195.83-0.25-377.78-106.33113.8725.12-15.360.35-88.89-98.79-11.29-12.45-177.65-9.0049.55-135.99-12.86-40.85-165.75-9.7934.69-131.36-8.353.24-130.32-9.0049.55-135.990.62-156.50-601.07
22Q3 (12)29080.00.0-0.52-347.62-142.62-0.56-1220.0-149.120.09-85.0-96.8691.01-23.89-32.013.15-78.82-91.7-10.04-344.28-132.72-17.84-435.34-162.99-9.13-285.57-122.23-14.99-344.93-142.2-8.63-206.02-126.47-17.84-435.34-162.99-9.55-196.88-650.00
22Q2 (11)29080.00.00.21-46.15-79.810.05-80.0-94.850.6053.85-63.64119.584.78-20.8814.87-28.2-54.94.11-51.25-81.345.32-48.94-74.764.92-48.86-85.226.12-46.6-79.718.14-32.95-65.355.32-48.94-74.76-5.20-54.85-63.96
22Q1 (10)29080.00.00.39-63.55-36.070.25-47.92-60.320.39-90.13-36.07114.12-15.17-1.9520.71-28.14-27.518.43-42.02-52.6110.42-58.34-35.89.62-50.82-53.5311.46-63.29-35.8312.14-55.92-31.0210.42-58.34-35.8-7.33-37.92-52.91
21Q4 (9)29080.00.01.07-12.338.960.48-57.89-12.733.9537.63364.71134.530.50.7228.82-24.0416.414.54-52.613.9325.01-11.6945.2419.56-52.374.7131.22-12.1140.0627.54-15.5245.8725.01-11.6945.24-5.462.50-20.18
21Q3 (8)29080.00.01.2217.31154.171.1417.53208.112.8773.943487.5133.86-11.4311.2937.9415.0787.2730.6839.26174.9128.3234.35132.5141.0723.37205.8135.5217.73154.9932.6038.78136.2328.3234.35132.519.2143.9035.75
21Q2 (7)29080.02.111.0470.491045.450.9753.971485.711.65170.49512.5151.1429.8660.4832.9715.4242.3722.0323.833159.7221.0829.88610.4133.2960.824995.5930.1768.921063.923.4933.471251.4721.0829.88610.418.5024.8534.26
21Q1 (6)29080.00.00.61-20.78310.340.6314.55400.00.61-28.24310.34116.39-12.8665.3528.5715.39404.7717.7927.16299.6616.23-5.75224.7520.710.81430.1417.86-19.87312.6217.60-6.78243.3216.23-5.75224.75-0.9019.8231.60
20Q4 (5)29080.00.00.7760.427600.00.5548.651475.00.85962.5270.0133.5711.0517.0124.7622.21130.3313.9925.362590.3817.2241.384964.7118.6839.093013.3322.2960.016091.6718.8836.81904.2617.2241.384964.71--0.00
20Q3 (4)29082.110.00.48536.360.00.37628.570.00.08120.00.0120.2827.710.020.26110.380.011.161650.00.012.18394.920.013.432075.00.013.93545.050.013.80776.470.012.18394.920.0--0.00
20Q2 (3)2848-2.060.0-0.1162.070.0-0.0766.670.0-0.40-37.930.094.1833.80.09.6370.140.0-0.7291.920.0-4.1368.260.0-0.6889.150.0-3.1362.740.0-2.0483.390.0-4.1368.260.0--0.00
20Q1 (2)29080.00.0-0.29-3000.00.0-0.21-425.00.0-0.2942.00.070.39-38.340.05.66-47.350.0-8.91-1813.460.0-13.01-3926.470.0-6.27-1145.00.0-8.4-2433.330.0-12.28-753.190.0-13.01-3926.470.0--0.00
19Q4 (1)29080.00.00.010.00.0-0.040.00.0-0.500.00.0114.150.00.010.750.00.00.520.00.00.340.00.00.60.00.00.360.00.01.880.00.00.340.00.0--0.00
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/1138.876.45-2.73384.8-7.75107.63N/A-
2024/1036.5113.18-11.5345.93-8.29103.45N/A-
2024/932.26-6.99-21.44309.42-7.89101.251.16-
2024/834.681.07-20.69277.16-6.0104.241.13-
2024/734.31-2.63-12.57242.48-3.45106.991.1-
2024/635.24-5.87-2.52208.17-1.76109.511.15-
2024/537.441.66-0.79172.93-1.6110.351.14-
2024/436.832.06-8.63135.49-1.8296.071.31-
2024/336.0855.79-10.5998.660.9898.661.31-
2024/223.16-41.23-24.6462.579.13101.61.28-
2024/139.410.9748.1639.4148.16118.41.1-
2023/1239.03-2.310.26456.194.0120.250.94-
2023/1139.96-3.146.11417.164.37122.280.92-
2023/1041.260.4610.55377.24.18126.050.89-
2023/941.06-6.116.85335.953.45124.040.97-
2023/843.7311.4224.21294.881.83119.131.01-
2023/739.258.5612.31251.15-1.26113.141.06-
2023/636.15-4.210.95211.9-3.42114.211.12-
2023/537.74-6.36-4.92175.75-4.28118.411.08-
2023/440.31-0.1210.58138.01-4.1111.411.15-
2023/340.3631.312.0697.7-9.0897.71.43-
2023/230.7415.55-17.2557.34-19.7596.271.46-
2023/126.6-31.67-22.4526.6-22.45103.181.36-
2022/1238.933.38-16.7438.62-18.11113.91.19-
2022/1137.650.9-14.42399.69-18.25111.351.22-
2022/1037.322.59-14.29362.03-18.63111.031.22-
2022/936.37-2.59-24.88344.85-18.26111.131.32-
2022/837.34-0.2-29.37308.47-17.41112.971.3-
2022/737.42-2.07-29.55271.13-15.43117.721.24-
2022/638.21-9.21-23.19233.71-12.63119.551.19-
2022/542.097.23-18.3195.5-10.22119.271.19-
2022/439.253.48-20.77153.41-7.72116.51.22-
2022/337.93-3.53-22.5114.16-2.17114.161.12-
2022/239.326.541.4476.2312.5124.441.03-
2022/136.92-23.42-7.6236.92-7.62129.780.99-
2021/1248.217.961.47560.433.66138.470.74-
2021/1144.65-2.09-1.05512.1937.77138.680.74-
2021/1045.61-5.8110.5467.5443.14146.910.7-
2021/948.42-8.4115.31421.9347.86154.420.58-
2021/852.87-0.4526.67373.5153.48155.740.58本年累計比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/753.126.7643.85320.6359.03154.390.58本年累計比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/649.75-3.4249.61267.5262.43150.810.58本年累計比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/551.523.9863.58217.7765.67150.00.58本年當月比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/449.541.2367.7166.2566.33126.280.69本年當月比去年同期增加50%以上係因去年COVID-19疫情影響所致
2021/348.9476.0661.25116.765.76116.70.76本年當月比去年同期增加50%以上係因去年COVID-19疫情多處封城所致
2021/227.8-30.4465.8267.7669.18115.270.77本年當月比去年同期增加50%以上係因去年COVID-19疫情多處封城所致
2021/139.96-15.8871.639.9671.6132.610.67本年當月比去年同期增加50%以上係因去年1月春節,客戶用量減少所致
2020/1247.515.2720.27419.260.33133.910.61-
2020/1145.139.3421.64371.75-1.74128.40.64-
2020/1041.27-1.719.76326.62-4.29125.00.65-
2020/941.990.67.82285.35-6.03120.660.76-
2020/841.7413.0316.3243.36-8.07111.920.82-
2020/736.9211.03-0.05201.62-11.89101.670.91-
2020/633.255.59-3.06164.69-14.1794.291.09-
2020/531.496.6-11.3131.44-16.5891.391.12-
2020/429.54-2.66-10.9999.95-18.1276.661.34-
2020/330.3581.06-12.3570.4-20.7970.41.52-
2020/216.76-28.02-16.0740.05-26.1779.561.34-
2020/123.29-41.04-32.0623.29-32.060.0N/A-
2019/1239.56.488.83417.87-9.380.0N/A-
成長能力-近10年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2023 (10)29080.00.010-0.180456.194.0110.01-1.77-0.6100.050-2.7702.87-53.860.350
2022 (9)29080.0-0.250-0.720438.59-18.1610.19-68.36-1.700-1.880-7.4606.22-95.45-7.210
2021 (8)29080.03.94363.533.22403.12535.9228.0832.2191.2721.39255.9122.82288.1114.62355.56136.67337.2114.77364.84
2020 (7)29080.00.8500.640418.410.1616.84105.376.0105.88025.16031.26024.690
2019 (6)29080.0-0.500-0.460417.76-9.368.20-48.49-2.800-3.850-11.690-13.00-14.480
2018 (5)29080.00.37-49.320.64-21.95460.912.7215.92-6.465.04-14.292.24-53.8123.24-12.015.55-34.9610.66-49.81
2017 (4)290810.360.7300.82182.76448.74.1117.0222.85.88247.934.85026.41261.7823.91021.240
2016 (3)263510.53-0.6200.290430.984.3913.86154.311.690-4.4207.30-17.50-16.420
2015 (2)23840.25-1.970-0.970412.86-0.685.45-18.66-7.310-12.660-30.180-49.080-46.880
2014 (1)23780.00.060-0.760415.712.096.700-6.010-0.780-24.970-1.6601.530

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